Keep every job moving

A customer list that tells you what to do next.

Mike keeps prospects, customers, conversations, estimates and appointments together. It highlights the next useful action so opportunities do not disappear under the day’s work.

A simple pipeline, not another system to maintain.

What it changes

Less admin between you and the next job.

One complete timeline

See contact details, messages, bookings, documents and commercial history in one place.

AI-recommended follow-up

Get a clear next action based on the latest customer activity.

Tasks that reach you

Turn recommendations into assigned tasks and practical notifications.

How it works

Simple enough for the middle of a workday.

01

Mike captures the lead

Website enquiries and chatbot context create a useful prospect record.

02

The relationship develops

Appointments, estimates, notes and replies build one shared history.

03

Mike keeps watch

Priorities and overdue follow-ups appear on your daily dashboard.

+Mike, help me with crm & next actions…

Included capability

The useful details, not the software clutter.

  • Prospects and customers
  • Conversation history
  • Pipeline stages
  • AI next actions
  • Tasks and reminders
  • Team ownership